RAVI vs. FIBR
Compare and contrast key facts about FlexShares Ready Access Variable Income Fund (RAVI) and iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR).
RAVI and FIBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RAVI is an actively managed fund by Northern Trust. It was launched on Oct 9, 2012. FIBR is a passively managed fund by iShares that tracks the performance of the FIBR-US - Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAVI or FIBR.
Correlation
The correlation between RAVI and FIBR is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RAVI vs. FIBR - Performance Comparison
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Key characteristics
RAVI:
9.74
FIBR:
2.29
RAVI:
18.25
FIBR:
3.48
RAVI:
4.92
FIBR:
1.47
RAVI:
14.22
FIBR:
1.05
RAVI:
94.98
FIBR:
15.18
RAVI:
0.05%
FIBR:
0.50%
RAVI:
0.53%
FIBR:
3.26%
RAVI:
-3.72%
FIBR:
-18.47%
RAVI:
0.00%
FIBR:
-0.17%
Returns By Period
In the year-to-date period, RAVI achieves a 1.59% return, which is significantly lower than FIBR's 2.02% return. Over the past 10 years, RAVI has outperformed FIBR with an annualized return of 2.28%, while FIBR has yielded a comparatively lower 2.03% annualized return.
RAVI
1.59%
0.49%
2.22%
5.12%
2.84%
2.28%
FIBR
2.02%
1.33%
2.50%
7.42%
0.88%
2.03%
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RAVI vs. FIBR - Expense Ratio Comparison
Both RAVI and FIBR have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
RAVI vs. FIBR — Risk-Adjusted Performance Rank
RAVI
FIBR
RAVI vs. FIBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Ready Access Variable Income Fund (RAVI) and iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
RAVI vs. FIBR - Dividend Comparison
RAVI's dividend yield for the trailing twelve months is around 5.13%, less than FIBR's 5.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAVI FlexShares Ready Access Variable Income Fund | 5.13% | 5.34% | 4.55% | 1.70% | 0.90% | 1.29% | 2.53% | 2.22% | 1.28% | 0.90% | 0.66% | 0.68% |
FIBR iShares U.S. Fixed Income Balanced Risk Factor ETF | 5.19% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% | 0.00% |
Drawdowns
RAVI vs. FIBR - Drawdown Comparison
The maximum RAVI drawdown since its inception was -3.72%, smaller than the maximum FIBR drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for RAVI and FIBR. For additional features, visit the drawdowns tool.
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Volatility
RAVI vs. FIBR - Volatility Comparison
The current volatility for FlexShares Ready Access Variable Income Fund (RAVI) is 0.18%, while iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR) has a volatility of 0.75%. This indicates that RAVI experiences smaller price fluctuations and is considered to be less risky than FIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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